Banked Hours - Revision history

Pinvoicer at 05:25, 13 July 2020

2020-07-13T05:25:36Z

Pinvoicer at 01:11, 25 July 2019

2019-07-25T01:11:14Z

Pinvoicer: /* How to Use */

2019-07-25T00:57:32Z

How to Use

Pinvoicer: Created page with "==About== Banked Hours in PinvoiceR are similar to the RDO process (AU) in that an employee working in a week may wish to be paid a portion of their hours and "bank" the rema..."

2019-07-25T00:52:26Z

Created page with "==About== Banked Hours in PinvoiceR are similar to the RDO process (AU) in that an employee working in a week may wish to be paid a portion of their hours and "bank" the rema..."

New page

==About==

Banked Hours in PinvoiceR are similar to the RDO process (AU) in that an employee working in a week may wish to be paid a portion of their hours and "bank" the remainder and have them paid out at a later date.

The Banked Hours process in PinvoiceR allows for this to happen upon entering of hours.

==How to Use==

It is important that you follow the process below in both setting up Banked Hours in your system and also understand how hours are both banked, paid and invoiced for.

====Setting Up Banked Hours in PinvoiceR====

Before using Banked Hours you will need to add the [[Pay Codes|Pay Code Item]] names "Banked Hours Accrued" & "Banked Hours Paid Out" - and in doing so '''you must use these exact words''' in your pay code item name - else it will not work.

Note - you can add in other info into the pay code name - eg;

* Banked Hours Accrued - Night Shift
* Banked Hours Paid Out - Night Shift

====Showing Banked Hours on a payslip====

If you want the banked hours to show on an employee's payslip use the [[Entity Editor]] and set the show banked hours on payslip to YES - ie on the payslips tab.

====Setting Up a Pay Code with Banked Hours====

In order to use Banked Hours you will need to create a pay code with banked hours (paid & accrued) in it.

[[File:Banked_Hours_Pay_Code_Items.png|800px]]

Note: When you set up a pay code item for banked hours you can also set what you want the Client Charge Name for that item to be - this would be used in the example where an employee works 40 hours, they want to bank 2 and be paid 38 and you want to charge 40 normal hours. IE for the invoice to show Normal Hours (instead of Banked Hours Accrued) then you would edit the pay code item accordingly;

[[File:Banked_Hours_Client_Charge_Name.png|800px]]

====Entering Hours using Banked Hours====

==Related Pages==

← Older revision		Revision as of 05:25, 13 July 2020
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−	Note: When you set up a pay code item for banked hours you can also set what you want the Client Charge Name for that item to be - this would be used in the example where an employee works 40 hours, they want to bank 2 and be paid 38 and you want to charge 40 normal hours. ~~IE for~~ the invoice ~~to show~~ Normal Hours (~~instead of~~ Banked Hours Accrued) ~~then~~ you ~~would~~ edit the pay code item ~~accordingly;~~	+	Note: When you set up a pay code item for banked hours you can also set what you want the Client Charge Name for that item to be - this would be used in the example where an employee works 40 hours, they want to bank 2 and be paid 38 and you want to charge 40 normal hours. If you haven't set the Client Charge Name to anything, i.e. it remains the default of blank, then the invoice would have one row for "Normal Hours" (38 in this example) and a separate row for "Banked Hours Accrued" (2 hours in this example). If you edit the pay code item and set the Client Charge Name to, say, "Normal Hours" then the invoice will have just one row called "Normal Hours" (40 in this example) which contains both the Normal Hours value and the Banked Hours Accrued value combined.

@@ Line 14: / Line 14: @@
-Before using Banked Hours you will need to add the [[Pay Codes|Pay Code Item]] names "Banked Hours Accrued" & "Banked Hours Paid Out" - and in doing so '''you must use these exact words''' in your pay code item name - else it will not work.
+Before using Banked Hours you will need to add the [[Pay Code Item Editor|Pay Code Item]] names "Banked Hours Accrued" & "Banked Hours Paid Out" - and in doing so '''you must use these exact words''' in your pay code item name - else it will not work.
 Note - you can add in other info into the pay code name - eg;
@@ Line 47: / Line 47: @@
 ====Banking Hours====
-You enter hours just as you would normally - ie from the orders screen but when using a pay code with Banked Hours in it the screen will alter to show where those hours are entered. In the following example the person worked 40 hours, is being paid 38 and banking 2 and the client will be charged 40 hours of normal time.
+You enter hours just as you would normally - ie from the orders screen but when using a pay code with Banked Hours in it the screen will alter to show where those hours are entered. In the following example the person worked 40 hours, is being paid 38 and banking 2 and the client will be charged 40 hours of normal time - enter the hours as per below and process the payroll batch as normal.
 [[File:PinvoiceR_-_Banking_Hours.png|800px]]
 ==Related Pages==

@@ Line 6: / Line 6: @@
 ==How to Use==
 It is important that you follow the process below in both setting up Banked Hours in your system and also understand how hours are both banked, paid and invoiced for.
 ====Setting Up Banked Hours in PinvoiceR====
 Before using Banked Hours you will need to add the [[Pay Codes|Pay Code Item]] names "Banked Hours Accrued" & "Banked Hours Paid Out" - and in doing so '''you must use these exact words''' in your pay code item name - else it will not work.
@@ Line 17: / Line 20: @@
 * Banked Hours Accrued - Night Shift
 * Banked Hours Paid Out - Night Shift
 ====Showing Banked Hours on a payslip====
 If you want the banked hours to show on an employee's payslip use the [[Entity Editor]] and set the show banked hours on payslip to YES - ie on the payslips tab.
@@ Line 38: / Line 44: @@
 ==Related Pages==